Fundamentals of Trust Investments - Course 3

  • 9 Lessons

About Course

Course 3 of Fundamentals of Trust Investments progresses through a real-life case study and provides insights to how trust investing may have different guidelines and parameters than a simple brokerage or investment account. Read More

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Overview

  • Goals

The Hemmingway Brothers Case

  • Background

  • Michael, Sr.’s Investment Strategy

  • Lack of Strategic Alignment

  • Concerns Lead to Exit

  • Henry’s Due Diligence

  • Onboarding and Portfolio Allocation

  • Family Meeting Discussion

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Course 3 of Fundamentals of Trust Investments progresses through a real-life case study and provides insights to how trust investing may have different guidelines and parameters than a simple brokerage or investment account. The lesson applies the insights learned from investment basics in Course 1 and the process, approach, and governance to investing covered in Course 2. The final Course provides a useful investment case study that also ties in the broader estate planning, financial planning, and wealth transfer concepts covered in earlier lessons.

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